- Seeking a Licensed Financial Advisor based in New Haven, CT, US- Responsibilities entail collaborating with individuals and local businesses to offer financial services and products- Key focus on safeguarding assets, promoting financial literacy, and fostering wealth accumulation- Opportunity to contribute positively to the community while exploring avenues for personal and professional growth- Emphasis on leveraging technology, effective relationship management, and crafting customized strategies for clients- Potential compensation : $130,500 achievable through meeting sales targets, not a guaranteed salary Responsibilities :
- Meet with clients in New Haven, CT to understand their financial goals, concerns, and current financial situation.
- Analyze client information to develop personalized financial plans with suitable strategies, products, and services.
- Establish and nurture long-term relationships with clients who value your expertise and guidance.
- Keep clients' financial plans up-to-date and aligned with their objectives, fostering lasting client relationships. Qualifications :
- To qualify for the position of Licensed Financial Advisor in New Haven, CT, US, you must have at least 1 year of experience in the Financial Services industry.
- A current Life & Health License is required for this position.
- Candidates should possess Series 6 / 7 certifications.
- Series 65 / 66 qualifications are optional but beneficial. Compensation : $130,500 at plan commission
- Meet with clients in New Haven, CT to understand their financial goals, concerns, and current financial situation.
- Analyze client information to develop personalized financial plans with suitable strategies, products, and services.
- Establish and nurture long-term relationships with clients who value your expertise and guidance.
- Keep clients' financial plans up-to-date and aligned with their objectives, fostering lasting client relationships.
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Seeking a Licensed Financial Advisor based in New Haven, CT, US- Responsibilities entail collaborating with individuals and local businesses to offer financial services and products- Key focus on safeguarding assets, promoting financial literacy, and fostering wealth accumulation- Opportunity to con...
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To qualify for the position of Licensed Financial Advisor in New Haven, CT, US, you must have at least 1 year of experience in the Financial Services industry. Seeking a Licensed Financial Advisor based in New Haven, CT, US. National Financial Network (NFN) is an established financial services firm ...
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